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Institutional

HBK INVESTMENTS L P

CIK 0001011443
$9.85B
Reported AUM
266
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · HBK INVESTMENTS L P · Q1 2026

AI · grounded in 13F

HBK INVESTMENTS L P established a new position in HOLOGIC INC HO1 valued at $740.8M. The fund also initiated new stakes in ELECTRONIC ARTS INC EA for $666.7M and NVIDIA CORPORATION NVDA for $598.2M. Other new additions include PENUMBRA INC PEN at $536.6M and NORFOLK SOUTHN CORP NSC at $498.3M.

Portfolio · Q1 2026

HOLOGIC$740.8MEA$666.7MNVDA$598.2MPEN$536.6MNSC$498.3MMASIWBDCTRAKVUEALCWANSDAOther$4.18BHP

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1HO1HOLOGIC INC$740.8M7.52%HELD
2EAELECTRONIC ARTS INC$208.910.02%33.49%47.49%$666.7M6.77%HELD
3NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$598.2M6.07%HELD
4PENPENUMBRA INC$320.130.04%31.49%16.22%$536.6M5.45%HELD
5NSCNORFOLK SOUTHN CORP$335.74-0.91%23.82%46.48%$498.3M5.06%HELD
6MASIMASIMO CORP$458.2M4.65%HELD
7WBDWARNER BROS DISCOVERY INC$25.640.12%99.22%-11.10%$449.3M4.56%HELD
8CTRACOTERRA ENERGY INC$371.4M3.77%HELD
9KVUEKENVUE INC$19.790.20%-4.27%-15.54%$362.0M3.67%HELD
10ALAIR LEASE CORP$358.9M3.64%HELD
11CWANCLEARWATER ANALYTICS HLDGS I$328.1M3.33%HELD
12SDASEALED AIR CORP NEW$0.77-0.13%-64.66%-92.13%$307.2M3.12%HELD
13ACLXGBXARCELLX INC$261.6M2.65%HELD
14JHGJANUS HENDERSON GROUP PLC$217.3M2.21%HELD
15LBRDKLIBERTY BROADBAND CORP$34.103.74%-45.32%-81.65%$215.7M2.19%HELD
16TXNMTXNM ENERGY INC$57.69-0.62%5.25%36.47%$177.8M1.80%HELD
17IWMISHARES TR$288.57-1.64%35.66%35.93%$168.7M1.71%HELD
18QQQINVESCO QQQ TR$661.73-2.04%22.54%83.19%$166.6M1.69%HELD
19SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$157.1M1.59%HELD
20430TERNS PHARMACEUTICALS INC$155.5M1.58%HELD
21APLSUSDAPELLIS PHARMACEUTICALS INC$142.8M1.45%HELD
22GTLSCHART INDS INC$142.5M1.45%HELD
23AM6AMICUS THERAPEUTIC$127.0M1.29%HELD
24TECKTECK RESOURCES LTD$57.48-1.96%82.98%173.04%$82.0M0.83%HELD
25CSGS 3.875 09/15/28CSG SYS INTL INC$77.6M0.79%HELD
26IBITISHARES BITCOIN TRUST ETF$36.00-0.39%-43.72%2.03%$56.9M0.58%HELD
27TRIPTRIPADVISOR INC$14.58-2.34%-10.06%-58.34%$52.0M0.53%HELD
28DUK 4.125 04/15/26DUKE ENERGY CORP NEW$50.7M0.51%HELD
29HWMHOWMET AEROSPACE INC$272.79-4.63%48.38%771.25%$48.8M0.50%HELD
30TSLATESLA INC$298.32-2.97%1.59%25.36%$48.0M0.49%HELD
31NBISNEBIUS GROUP N.V.$148.22-12.65%$47.0M0.48%HELD
32GMEGAMESTOP CORP$21.84-1.44%$44.6M0.45%HELD
33ARKBARK 21SHARES BITCOIN ETF$21.06-0.54%$44.2M0.45%HELD
34W 3.5 11/15/28WAYFAIR INC$43.5M0.44%HELD
35SIRISIRIUSXM HOLDINGS INC$32.592.87%$43.5M0.44%HELD
36TXNM 5.75 06/01/54TXNM ENERGY INC$36.1M0.37%HELD
37UBERUBER TECHNOLOGIES INC$71.200.65%$35.4M0.36%HELD
38FRPT 3 04/01/28FRESHPET INC$35.2M0.36%HELD
39ALHC 4.25 11/15/29ALIGNMENT HEALTHCARE INC$34.0M0.34%HELD
40XOPSPDR SERIES TRUST$172.043.41%$32.1M0.33%HELD
41PTON 5.5 12/01/29PELOTON INTERACTIVE INC$31.5M0.32%HELD
42CMCSACOMCAST CORP NEW$24.611.74%$30.6M0.31%HELD
43NWSANEWS CORP NEW$28.822.27%$29.5M0.30%HELD
44COSTCOSTCO WHOLESALE CORPORATION$974.030.77%$28.3M0.29%HELD
45SOLVSOLVENTUM CORP$88.552.76%$25.3M0.26%HELD
46BABOEING CO$214.01-3.41%$25.1M0.25%HELD
47AMDADVANCED MICRO DEVICES INC$429.56-5.51%$25.1M0.25%HELD
48AAPLAPPLE INC$338.19-0.56%$25.0M0.25%HELD
49ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC$24.9M0.25%HELD
50FETHFIDELITY ETHEREUM FD$18.78-1.83%$23.5M0.24%HELD
51RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$23.0M0.23%HELD
52CNKCINEMARK HLDGS INC$34.89-0.48%$21.6M0.22%HELD
53BRK/BBERKSHIRE HATHAWAY INC DEL$21.1M0.21%HELD
54MSTR 0 12/01/29STRATEGY INC$21.0M0.21%HELD
55SVMCN 4.75 12/15/29SILVERCORP METALS INC$20.6M0.21%HELD
56HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$19.6M0.20%HELD
57AGNCAGNC INVT CORP$10.90-1.54%$19.4M0.20%HELD
58QCOMQUALCOMM INC$155.68-4.42%$19.2M0.19%HELD
59METAMETA PLATFORMS INC$585.61-1.31%$19.1M0.19%HELD
60MDLNMEDLINE INC$40.08-1.06%$18.9M0.19%HELD
61MATMATTEL INC$15.37-0.45%$18.9M0.19%HELD
62CONCONCENTRA GROUP HOLDINGS PAR$31.61-3.30%$18.5M0.19%HELD
63CNP 4.25 08/15/26CENTERPOINT ENERGY INC$17.7M0.18%HELD
64VERX 0.75 05/01/29VERTEX INC$17.4M0.18%HELD
65FVICN 3.75 06/30/29FORTUNA MNG CORP$17.3M0.18%HELD
66BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$16.7M0.17%HELD
67CHTRCHARTER COMMUNICATIONS INC$145.203.74%$16.5M0.17%HELD
68BABAALIBABA GROUP HLDG LTD$115.03-0.14%$16.0M0.16%HELD
69VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$15.9M0.16%HELD
70PMT 8.5 06/01/29PENNYMAC CORP$15.9M0.16%HELD
71DHRDANAHER CORP DEL$196.49-1.29%$15.8M0.16%HELD
72IWOISHARES TR$363.70-2.14%$15.7M0.16%HELD
73CRWVCOREWEAVE INC$60.82-9.63%$14.5M0.15%HELD
74KTOSKRATOS DEFENSE & SEC SOLUTIO$43.88-9.79%$14.1M0.14%HELD
75WELLWELLTOWER INC$241.08-1.02%$13.7M0.14%HELD
76VELVELOCITY FINL INC$17.72-0.39%$13.3M0.14%HELD
77WMTWALMART INC$114.220.99%$13.3M0.13%HELD
78GOOGALPHABET INC$335.760.95%$12.9M0.13%HELD
79BTSGBRIGHTSPRING HEALTH SVCS INC$69.37-4.26%$12.8M0.13%HELD
80XLFSELECT SECTOR SPDR TR$56.68-1.60%$12.6M0.13%HELD
81BL 1 06/01/29BLACKLINE INC$12.2M0.12%HELD
82BHFBRIGHTHOUSE FINL INC$62.90-1.33%$12.0M0.12%HELD
83ZD 3.625 03/01/28ZIFF DAVIS INC$11.8M0.12%HELD
84BACBANK AMERICA CORP$61.07-2.48%$11.6M0.12%HELD
85PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$11.4M0.12%HELD
86NEE 7.299 06/01/27NEXTERA ENERGY INC$11.3M0.11%HELD
87LGNLEGENCE CORP$53.08-10.35%$11.3M0.11%HELD
88TTEKTETRA TECH INC NEW$33.780.81%$11.3M0.11%HELD
89CBCHUBB LTD SWITZ$361.90-0.44%$11.3M0.11%HELD
90CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$10.5M0.11%HELD
91ARCCARES CAPITAL CORP$18.71-1.73%$10.2M0.10%HELD
92NEENEXTERA ENERGY INC$88.46-0.92%$10.0M0.10%HELD
93AMZNAMAZON COM INC$226.65-1.82%$9.9M0.10%HELD
94DDOGDATADOG INC$264.205.31%$9.8M0.10%HELD
95CRWDCROWDSTRIKE HLDGS INC$179.38-1.33%$9.8M0.10%HELD
96TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%$9.7M0.10%HELD
97NIO 4.625 10/15/30NIO INC$9.3M0.09%HELD
98CVXCHEVRON CORPORATION$191.862.28%$9.3M0.09%HELD
99SPYMSPDR SERIES TRUST$85.93-1.45%$9.2M0.09%HELD
100BATRKATLANTA BRAVES HLDGS INC$51.210.59%$8.5M0.09%HELD
101GLAD 5.875 10/01/30GLADSTONE CAP CORP$8.5M0.09%HELD
102PLDPROLOGIS INC.$8.4M0.08%HELD
103PAR 1 01/15/30PAR TECHNOLOGY CORP$7.9M0.08%HELD
104PMTPENNYMAC MTG INVT TR$7.8M0.08%HELD
105FVAVFORTRESS VALUE ACQU CORP V$7.5M0.08%HELD
106ACAAUAVERIN CAP ACQUISITION CORP$7.5M0.08%HELD
107KPET/UKPET ULTRA PACELINE CORP$7.5M0.08%HELD
108NFLXNETFLIX INC.$7.3M0.07%HELD
109JENAJENA ACQUISITION CORP II$7.2M0.07%HELD
110ECPGENCORE CAP GROUP INC$7.2M0.07%HELD
111KRAQKRAKACQUISITION CORPORATION$6.9M0.07%HELD
112VZVERIZON COMMUNICATIONS INC$6.8M0.07%HELD
113TXNTEXAS INSTRS INC$6.7M0.07%HELD
114IEPICAHN ENTERPRISES LP$6.4M0.06%HELD
115ETHGRAYSCALE ETHEREUM STAKING$6.2M0.06%HELD
116CCITIGROUP INC$6.0M0.06%HELD
117TSLXSIXTH STREET SPECIALTY LENDI$6.0M0.06%HELD
118MSTR 0.625 03/15/30STRATEGY INC$5.9M0.06%HELD
119IWDISHARES TR$5.7M0.06%HELD
120RSPINVESCO EXCHANGE TRADED FD T$5.6M0.06%HELD
121BXSLBLACKSTONE SECD LENDING FD$5.5M0.06%HELD
122PHPARKER-HANNIFIN CORP$5.2M0.05%HELD
123ACHRARCHER AVIATION INC$5.2M0.05%HELD
124AACBARTIUS II ACQUISITION INC$5.2M0.05%HELD
125GTENGORES HLDGS X INC$5.1M0.05%HELD
126AVGOBROADCOM INC$5.1M0.05%HELD
127NEE 7.375 02/15/29NEXTERA ENERGY INC$5.0M0.05%HELD
128CLBRCOLOMBIER ACQUISITION CORP I$5.0M0.05%HELD
129EQPTEQUIPMENTSHARE COM INC$5.0M0.05%HELD
130ALUBALUSSA ENERGY ACQUISIT CORP$5.0M0.05%HELD
131DMIIDRUGS MADE IN AMER ACQ II CO$5.0M0.05%HELD
132OIMONEIM ACQUISITION CORP$5.0M0.05%HELD
133ADACAMERICAN DRIVE ACQUISITION C$5.0M0.05%HELD
134PDDPDD HOLDINGS INC$4.8M0.05%HELD
135APDAIR PRODUCTS AND CHEMICALS I$4.8M0.05%HELD
136BEAGBOLD EAGLE ACQUISITION CORP$4.7M0.05%HELD
137HALHALLIBURTON CO$4.7M0.05%HELD
138NBR 1.75 06/15/29NABORS INDS INC$4.6M0.05%HELD
139SPGSIMON PPTY GROUP INC NEW$4.6M0.05%HELD
140CEPFCANTOR EQUITY PARTNERS IV IN$4.6M0.05%HELD
141ORCL 6.5 01/15/29 DORACLE CORP$4.6M0.05%HELD
142IEAGINFINITE EAGLE ACQUISITION C$4.5M0.05%HELD
143GMGENERAL MTRS CO$4.4M0.04%HELD
144JOBYJOBY AVIATION INC$4.1M0.04%HELD
145PPL 7 02/15/29PPL CORP$4.1M0.04%HELD
146KBONKARBON CAP PARTNERS CORP$4.0M0.04%HELD
147BXMTBLACKSTONE MORTGAGE TRUST IN$3.8M0.04%HELD
148AEXAAMERICAN EXCEPTIONALISM ACQU$3.8M0.04%HELD
149PMTRPERIMETER ACQUISITION CORP I$3.7M0.04%HELD
150JETSETF SER SOLUTIONS$3.6M0.04%HELD
151LOKVLIVE OAK ACQUISITION CORP V$3.6M0.04%HELD
152ISRGINTUITIVE SURGICAL INC$3.5M0.04%HELD
153SBXESILVERBOX CORP V$3.5M0.04%HELD
154STWDSTARWOOD PPTY TR INC$3.4M0.03%HELD
155SCHWSCHWAB CHARLES CORP$3.1M0.03%HELD
156ADIANALOG DEVICES INC$3.1M0.03%HELD
157CLFCLEVELAND-CLIFFS INC NEW$3.1M0.03%HELD
158SDHISIDDHI ACQUISITION CORP$3.1M0.03%HELD
159SOCASOLARIUS CAPITAL ACQU CORP$3.1M0.03%HELD
160CCXICHURCHILL CAP CORP XI$3.0M0.03%HELD
161FCRSFUTURECREST ACQUISITION CORP$3.0M0.03%HELD
162DLRDIGITAL RLTY TR INC$3.0M0.03%HELD
163BOBSBOBS DISC FURNITURE INC$2.9M0.03%HELD
164W 3.25 09/15/27WAYFAIR INC$2.9M0.03%HELD
165LYVLIVE NATION ENTERTAINMENT IN$2.9M0.03%HELD
166BOXBOX INC$2.9M0.03%HELD
167LINLINDE PLC$2.6M0.03%HELD
168GOOGLALPHABET INC$2.5M0.03%HELD
169RWT 7.75 06/15/27REDWOOD TRUST INC$2.5M0.03%HELD
170PAIIPYROPHYTE ACQUISITION CORP.$2.5M0.03%HELD
171DISDISNEY WALT CO$2.5M0.03%HELD
172ONCH1RT ACQUISITION CORP.$2.5M0.03%HELD
173HVMCHIGHVIEW MERGER CORP$2.5M0.03%HELD
174HACQUHCM IV ACQUISITION CORP$2.5M0.03%HELD
175PALOUPALOMA ACQUISITION CORP I$2.5M0.03%HELD
176ARCIARCHIMEDES TECH SPAC PTNRS I$2.5M0.02%HELD
177GEVGE VERNOVA INC$2.5M0.02%HELD
178ABNBAIRBNB INC$2.4M0.02%HELD
179EFCELLINGTON FINANCIAL INC$2.4M0.02%HELD
180LIONLIONSGATE STUDIOS CORP$2.3M0.02%HELD
181ALLALLSTATE CORP$2.3M0.02%HELD
182ETHVVANECK ETHEREUM TR$2.2M0.02%HELD
183NRGNRG ENERGY INC$2.2M0.02%HELD
184PTONPELOTON INTERACTIVE INC$2.2M0.02%HELD
185DJTTRUMP MEDIA & TECHNOLOGY GRO$2.1M0.02%HELD
186KWEBKRANESHARES TRUST$2.1M0.02%HELD
187BCSSBAIN CAP GSS INVT CORP$2.0M0.02%HELD
188CEPSCANTOR EQUITY PARTNERS VI IN$2.0M0.02%HELD
189MSTRSTRATEGY INC$2.0M0.02%HELD
190SACSAFEGUARD ACQUISITION CORP$2.0M0.02%HELD
191GPACGENERAL PURP ACQUISITION COR$2.0M0.02%HELD
192SOSOUTHERN CO$2.0M0.02%HELD
193HONHONEYWELL INTL INC$2.0M0.02%HELD
194RIVNRIVIAN AUTOMOTIVE INC$2.0M0.02%HELD
195HNGEHINGE HEALTH INC$1.9M0.02%HELD
196DXDYNEX CAP INC$1.9M0.02%HELD
197STAGSTAG INDUSTRIAL INC$1.8M0.02%HELD
198AXPAMERICAN EXPRESS CO$1.8M0.02%HELD
199SBUXSTARBUCKS CORP$1.8M0.02%HELD
200JPMJPMORGAN CHASE & CO$1.7M0.02%HELD
201FRPTFRESHPET INC$1.7M0.02%HELD
202ETNEATON CORP PLC$1.7M0.02%HELD
203GRABGRAB HOLDINGS LIMITED$1.6M0.02%HELD
204SAROSTANDARDAERO INC$1.5M0.02%HELD
205PFLTPENNANTPARK FLOATING RATE CA$1.5M0.02%HELD
206KRSPRICE ACQUISITION CORP 3$1.5M0.02%HELD
207CEPVCANTOR EQUITY PARTNERS V INC$1.5M0.02%HELD
208BETABETA TECHNOLOGIES INC$1.5M0.01%HELD
209FPSFORGENT POWER SOLUTIONS INC$1.5M0.01%HELD
210TAT&T INC$1.4M0.01%HELD
211NIONIO INC$1.4M0.01%HELD
212FIGXFIGX CAP ACQUISITION CORP.$1.3M0.01%HELD
213RWTREDWOOD TRUST INC$1.2M0.01%HELD
214SLGSL GREEN RLTY CORP$1.2M0.01%HELD
215PFEPFIZER INC$1.2M0.01%HELD
216CEPOCANTOR EQUITY PARTNERS I INC$1.2M0.01%HELD
217MFICMIDCAP FINANCIAL INVSTMNT CO$1.1M0.01%HELD
218MSDLMORGAN STANLEY DIRECT LENDIN$1.1M0.01%HELD
219WMT2WELLS FARGO & CO$1.1M0.01%HELD
220CAEPCANTOR EQUITY PARTNERS III I$1.0M0.01%HELD
221PCAPPROCAP ACQUISITION CORP$1.0M0.01%HELD
222CVICVR ENERGY INC$1.0M0.01%HELD
223HCMAHCM III ACQUISITION CORP$1.0M0.01%HELD
224SLRCSLR INVESTMENT CORP$781K0.01%HELD
225IACOUIDEA ACQUISITION CORP$722K0.01%HELD
226FUNSIX FLAGS ENTERTAINMENT CORP$710K0.01%HELD
227ETHAISHARES ETHEREUM TR$660K0.01%HELD
228EZETFRANKLIN ETHEREUM TR$631K0.01%HELD
229ALHCALIGNMENT HEALTHCARE INC$574K0.01%HELD
230AURAURORA INNOVATION INC$453K0.00%HELD
231INGMINGRAM MICRO HLDG CORP$350K0.00%HELD
232ASAMER SPORTS INC$329K0.00%HELD
233VOYGVOYAGER TECHNOLOGIES INC$269K0.00%HELD
234DALDELTA AIR LINES INC$259K0.00%HELD
235GME/WSGAMESTOP CORP NEW$255K0.00%HELD
236LOKVWLIVE OAK ACQUISITION CORP V$239K0.00%HELD
237OBDCBLUE OWL CAPITAL CORPORATION$169K0.00%HELD
238PMTRWPERIMETER ACQUISITION CORP I$138K0.00%HELD
239AACBRARTIUS II ACQUISITION INC$136K0.00%HELD
240JENA-RJENA ACQUISITION CORP II$110K0.00%HELD
241KRAQWKRAKACQUISITION CORPORATION$105K0.00%HELD
242LCIDLUCID GROUP INC$99K0.00%HELD
243IEAGRINFINITE EAGLE ACQUISITION C$81K0.00%HELD
244GTENWGORES HLDGS X INC$70K0.00%HELD
245CLBR/WSCOLOMBIER ACQUISITION CORP I$62K0.00%HELD
246SDHIRSIDDHI ACQUISITION CORP$62K0.00%HELD
247ALUB/WSALUSSA ENERGY ACQUISIT CORP$60K0.00%HELD
248OIMAWONEIM ACQUISITION CORP$54K0.00%HELD
249KBONWKARBON CAP PARTNERS CORP$51K0.00%HELD
250ADACWAMERICAN DRIVE ACQUISITION C$50K0.00%HELD
251SBXE/WSSILVERBOX CORP V$49K0.00%HELD
252FCRS/WSFUTURECREST ACQUISITION CORP$44K0.00%HELD
253PAII/WSPYROPHYTE ACQUISITION CORP.$41K0.00%HELD
254DMIIRDRUGS MADE IN AMER ACQ II CO$40K0.00%HELD
255SAC/WSSAFEGUARD ACQUISITION CORP$40K0.00%HELD
256SOCAWSOLARIUS CAPITAL ACQU CORP$39K0.00%HELD
257ARCIWARCHIMEDES TECH SPAC PTNRS I$33K0.00%HELD
258HVMCWHIGHVIEW MERGER CORP$31K0.00%HELD
259ONCHW1RT ACQUISITION CORP.$27K0.00%HELD
260BCSS/WSBAIN CAP GSS INVT CORP$25K0.00%HELD
261GPACWGENERAL PURP ACQUISITION COR$24K0.00%HELD
262CCXIWCHURCHILL CAP CORP XI$23K0.00%HELD
263KRSP/WSRICE ACQUISITION CORP 3$20K0.00%HELD
264FIGXWFIGX CAP ACQUISITION CORP.$17K0.00%HELD
265HCMAWHCM III ACQUISITION CORP$15K0.00%HELD
266PCAPWPROCAP ACQUISITION CORP$11K0.00%HELD

Source: SEC EDGAR · accession 0001011443-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.